Account Budget Alert / Warning

by
Odoo          
v 12.0 Third Party

90.00 €

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Technical name accounting_budget_warning
LicenseOPL-1
Websitehttp://www.synconics.com
Required Apps Sales
Inventory
Purchase
Invoicing
Included Dependencies
Technical name accounting_budget_warning
LicenseOPL-1
Websitehttp://www.synconics.com
Required Apps Sales
Inventory
Purchase
Invoicing
Included Dependencies

Account Budget Alert / Warning

The purpose of budgets is to allow you to create alerts so that you know how your spending is trending over time. Alerts prompt you to take action to control your costs, but do not prevent the use of your services when the budget is met.

When you create a budget, you can set alerts so that purchase user and billing account users will get the Alert/Warning when estimated amount exceed a specified percentage of the budget.

This application allow the configuration for raise Alert/Warning in case budget limit will be exceeds at the time of create purchase order or vendor bill.

Features

  • Set Alert/Warning if the budget limit will be exceed for purchase and vendor bill.

Configuration

  • Budgetary Positions: Define budgetary position on budget line.
  • Planned Amount: Define Planned Amount.
  • Analytic Account: Define Analytical Account.


Set Alert Types

If you want to provide the Alert or Warning message to the user if budget limit will be exceed you can set alert type on budget line (For expense).

Alert Type
  • Ignore: Even if budget limit is exceeds it allows user to proceed.
  • Warning: If budget limit is exceeds it gives the warning to the user.
  • Restrict: If budget limit is exceeds it will restrict the user to process.


Allow Manager

When Alert type is Restrict, New option will be appears 'Allow Manager'. If you tick this option then system will allow managers to process.
- Allow 'Purchase Manager' to proceed while confirm purchase orders process even when budget limit exceeds.
- Allow 'Account Manager' to proceed while validate invoice process even when budget limit exceeds.



Warning On Purchase Order

When Alert type is selected as Warning then it will generate warnings to purchase users on Confirm Order button when expense budget exceeds.

Two Products are taken as iPad & iPhone, now here budget warning exceeds for iPhone only so system generates warning message related to iPhone.


Alert On Purchase Order

Alert type is configured as restrict & Allow Manager boolean is True.



Purchase User will be restricted to move further.



It will allow purchase manager to process As we have configured 'Allow Manager' on budget line.


Warning On Vendor Bills

When Alert type is selected as Warning then it will generate warnings to Account Users on validate button when expense budget exceeds.


Alert On Vendor Bills

Alert Type is configured as Restrict & Allow Manager Boolean is True here.



Account User will be restricted to move further.




It will allow account manager to process As we have configured 'Allow Manager' on budget line.


Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please note that you are not allowed to distribute or resell this module after purchase.
4) This module is tested and working on Odoo vanilla with Ubuntu OS.
Checkout Other Apps Developed By Synconics Technologies Click Here


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